Job Summary

Interactive Brokers ("IB") is expanding its trading issues team at our main retail call center in Chicago, IL. We are searching for experienced client service professionals with a prior background in the financial services industry, who are FINRA registered. The Trade Issues Financial Service Representative is accountable for providing a high level of client service to IB's existing retail and institutional clients. Our aim is thoroughly to investigate trade inquiries, in particular, but also covers various other areas under the general customer service umbrella. The successful candidate will require strong quantitative analytical skills and excellent oral/written communication skills required

Key responsibilities:

Problem management with a focus on wide scale service issues. Core competencies include, but are not limited to: trade and margin analysis, a wide range of products (cash market and derivatives) and global exchanges, order types, and transmission and execution inquiries.
The candidate must possess general market knowledge in futures, options, and equities markets. Previous customer service experience in a financial services or banking operations environment required.
Investigate customer inquiries regarding trade-related issues (e.g., executions, position liquidations, order trigger conditions, trade cancellation requests, product availability & attributes, order types and routing logic etc.)
Assistance with trading platform operation and features; analyze and test existing systems and procedures in order to recommend and assist in the implementation enhancements
Respond to inquiries, concerns, and complaints from existing and prospective customers via telephone, e-mail, and online chat to achieve a solution that is mutually satisfactory while complying with policies, practices, and procedures
Must demonstrate excellent troubleshooting and problem resolution skills required to bring problems quickly to a resolution.
Order status, settlement, exercise & assignment, expiration processing, and corporate actions

Requirements

Experience: 2+ years of financial services experience (e.g., brokerage, banking, trading, exchange, or clearinghouse industry
Education: Bachelor's degree in Finance, Economics, Business Administration or other related fields
Certification: FINRA Series 7, 63 or ability to obtain licenses.
Computer: Strong PC technologies proficiency preferred; Microsoft Word & Excel

Company Benefits & Perks

Competitive salary, annual performance-based bonus and stock grant
Retirement plan 401(k) with competitive company match
Excellent health and welfare benefits including medical, dental, and vision benefits
Wellness screenings and assessments, health coaches and counseling services through Employee Assistance Program (EAP)
Paid time off and a generous parental leave policy
Daily company lunch allowance provided and a fully stocked kitchen with healthy options for breakfast and snack
Corporate events including team outings, dinners, volunteer activities and company sports teams
Education reimbursement and learning opportunities
Modern offices with multi-monitor setups

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Company Overview

Interactive Brokers LLC, a subsidiary of Interactive Brokers Group, Inc. (Ticker: IBKR) is a direct access electronic broker serving professionals, frequent traders, institutional investors, financial advisors and introducing brokers. Our clients have access to more than 150 market centers around the world from a single integrated account. Our employees are part of a dynamic, multi-national, fast-paced, results-oriented team that has spent four decades focused on advanced technology and automation that equips our clients with a uniquely sophisticated platform to manage their investment portfolios. We provide our clients with advantageous execution prices, risk and portfolio management tools, research facilities and investment products, at low or no cost, positioning them to achieve superior returns.

Headquartered in Greenwich, CT, USA. IBKR has offices in more than 15 countries across the world.

IBKR is a member of NYSE, FINRA, and SIPC. Interactive Brokers Group brokerage affiliates are regulated by securities and commodities agencies around the world.

Click the link to view a short video with a few words from current Interactive Brokers employees: https://www.interactivebrokers.com/en/index.php?f=31899

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This is position is not 100 % remote. Are you looking for remote only or are you willing to work in a hybrid environment? Select option below. *

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Financial Services - Trade Issues